Foreign Trust Compliance


Foreign trust compliance can be overwhelming without professional guidance.

If you have an international trust, are considering implementing one or administer one, you’ve probably worried about your or the trust’s filing obligations.
 - Do I need to report either the trust’s U.S. or non-U.S. assets?
 - How are U.S. and non-U.S. beneficiaries treated under U.S. tax law?
 - What forms do I or the trust need to file?

Individuals and businesses alike are impacted by international trust rules and regulations, so it’s important to know where you stand.

We have the expertise to help simplify your trust reporting requirements. Here’s how we can help.

For trust administrators:
 - Calculate and report/remit back-up withholding
 - Complete required forms and file delinquent forms
 - Break down complex trust structures
 - Determine reporting requirements and withholding status

For settlors and beneficiaries:
 - Determine reporting requirements
 - Complete required forms and file delinquent forms
 - Understand the U.S. tax implications to them
 - Understand and comply with U.S. gift and estate tax rules

Our experienced international tax professionals can assist global mobility programs by offering a broad range of inbound and outbound international tax services. We help you and your employees prepare for and stay in compliance with international tax rules and regulations when working abroad, so you can focus on growing your business, not tax forms.

What inspires you, inspires us. Let’s talk.


Ava J. Archibald

Principal-in-Charge of Wealth Transition Services


Beatrice Skyberg

Senior Manager


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